See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 26 48 WEST BRIDGE STREET · NEW HOPE, PA 18938 | Advisory (Participants) | $42,620 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP, INC Service code 13 · EIN 27-2037969 | Contract Administrator | $13,764 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT TRUST COMPANY Service code 20 · EIN 27-4411131 | Trustee (individual); Trustee (bank, ... | $12,276 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,527 | $99,957+96.6% | $149,696+31.3% | $73,488+167.4% |
| Participation rate | 94.7% | 75.7%+19.0pp | 82.5%+12.3pp | 70.7%+24.1pp |
| Annual return | 19.31% | 53.87%-34.6pp | 276.60%-257.3pp | 28.51%-9.2pp |
| Employer contribution / active EE | $2,302 | $3,191-27.8% | $4,644-50.4% | $2,270+1.4% |
| Participant deferral / active EE | $10,058 | $6,073+65.6% | $6,842+47.0% | $3,740+169.0% |
| Admin fee / account holder | $524 | $551-4.8% | $9,309-94.4% | $513+2.2% |